Professional
Added to YB: 2026-01-12
Pitch date: 2026-01-02
LINE [bullish]
Lineage, Inc.
+27.74%
current return
Author Info
Nugget Capital Partners is a research analyst specializing in resources w/ focus on energy. Sign up for the newsletter.
Company Info
N/A
Market Cap
N/A
Pitch Price
$34.43
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-71.66
EV/Sales
N/A
Sector
Industrial REITs
Category
value
REIT book to start the year: Lineage, Inc.
LINE (added to position): World's largest cold storage operator trading 50% below analyst NAV vs warehouse REIT peers. Americold competitor faces activist pressure + PE buyers at 'significant premium' for intl assets, potential catalyst for LINE's extensive intl network. Trump lifted food tariffs (cited 13x as headwind), beef prices dropping. 6% dividend yield, contrarian play for 12-24mo horizon despite sector risks.
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